How do we use field variables within one form that has multiple tabs to replicate/pull data across the form? We would like to pull the end users name that they filled in on the first tab into other tabs.
You can use a calculation to set another field equal to the value of a previous field.
Field1 may be on the first page of your form, then you could have a read-only Field2 set to =Field1 so that the same value carries over.
Thank you Jared! Can you pull data from a collection field into a checkbox field. Example: We need to collect all of our employee's dependents information and then we later ask which dependents they want to cover under insurance.
There might be some crafty ways to do this with JS, but the easier out-of-the-box way would be to have a second form + user task for the insurance part. In the first form (either the message start event or a user task), have your collection to collect all of the employee's dependents' information. After that form is submitted, have a user task assigned back to the same person with the option selected to "Auto-load next task if it's assigned to the same user" so it loads up right away. On that second form, you can include the same collection with the list of names, but this time include a checkbox field in the collection with just one option to "Cover under insurance?". They will be able to check the box in each row that applies. Alternatively, you could put a radio button with choices Yes/No in each row to ask whether to include in insurance.
Out-of-the-box, checkbox choices can only be populated with hard-coded values from field options, filled by workflow or filled with a lookup off a database. Getting the submitted list of names from a collection variable into the checkbox choices would be tricky. I think the best way to do this would be to either store the list of names in a database or send them over to WF and then have the checkbox list grab them from there.